I agree that they did not really come up with anything new. They too mostly jumped on the LLM bandwagon. Every big software company is doing it as if it's a winner-takes-all competition.
Also google already seem to have found their sweet spot selling you ads. Worked great 15 years ago, still works great today. It feels like they are mostly focused on vendor lock-in and probably try to automate away as much of their workforce as possible to squeeze out higher profits.